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SAP CRM Technical infrastructure

SAP CRM Technical infrastructure has SAP Net Weaver unifies and aligns people,info and business processes, integrating across technologies and organizational boundaries. It's a secure selection with full .NET and J2EE interoperability.SAP Net Weaver is the enterprise foundation for SAP and partners. It powers enterprise-ready options that cut back customized integration. Its Enterprise Services Structure will increase business course of flexibility.

  1. Cross-purposeful: Built to run across a quantity of present purposes and corporations, providing predictive, actionable enterprise intelligence
  2. Composite: Consumer-driven and utility-driven orchestration of enterprise processes and automation of end to end processes in an adaptable and versatile trend
  3. Collaborative: Allows teams to achieve common targets in a shared enterprise context, provides analytics for group-driven determination making
  4. Integrative: Built on platform that unifies individuals, data and business processes, leverages Net providers for automated communication
With SAP CRM 4.zero and later, the Enterprise Portal is used for People-Centric CRM. The next
slides illustrate the technical infrastructure.Necessities for Individuals-Centric CRM.
  1. Business Package deal for Communication
  2. As well as, the Portal Plug-In (WP Plug-in) must be put in on all backend systems.
  3. The Individuals-Centric CRM element (PCC 4.0) is built-in into the PCD (Portal Content Directory) of the Enterprise Portal resolution utilizing iView technology. For extra information, see the associated Administration Guide for PCC 4.0.



  1. The Enterprise Portal gives Navigation and iViews
  2. The Portal accesses the CRM System via RFC to get data.
  3. The CRM System delivers plain knowledge without layout.
  4. The Portal Server creates a whole Portal pages and sends it to the Browser.
The Enterprise Portal offers Navigation and iView as frame for the PC UI Application.The iView only incorporates the URL to the Net Software Server with the corresponding BSP Utility CRM_BSP_FRAME and the parameters like the precise Utility Account Administration (appl=CRMM_ACCOUNT) and View (blview=SALESMANVIEW).The Net Software Server delivers the complete PC UI Application. ICM receives http requests and routs it to the PC UI Framework which composes the applying in response to the URL parameters.

The browser communicates now instantly with the Net Application Server for server spherical trips by the PC UI Application.

IMPLEMENTING PEOPLE CENTRIC CRM

The Business Package deal for Portal Customers and mySAP CRM are required.The usage of different Business Packages is dependent upon the business scenario.The documentation of the Enterprise Packages could be found in the iView Studio.Enterprise Packages (BPs) are compressed files containing all roles, worksets, iViews, and so on.Enterprise Packages (BPs) can be downloaded from iView studio and uploaded to the Portal server to deploy.

The iView Studio is the primary supply mechanism for business packages. It has three main
features:
  1. Informing clients about available packages, worksets, and iViews and making this content out there for download
  2. Supporting the developer group in creating new content and offering it to SAP Portals clients
  3. Delivering updates and patches
  4. On the iViewStudio Web page, you can seek for enterprise packages and display particulars of a enterprise package. To obtain enterprise packages, you need a user ID, which you can also request on this Net site. This user enables you to entry all enterprise packages available.Offered that you simply possess the licenses required, you can start downloading business packages immediately.
  5. Word: Consultants ought to all the time use the customer’s consumer ID to download business packages from the iViewStudio.
  6. Within the content catalog on the iViewStudio, you'll find the documentation for the respective enterprise packages. In addition, you can too find help packages for individual enterprise packages here.
In some cases, a business package deal could be listed in the iViewStudio catalog, but not be publicly out there for download. These business packages are in restricted cargo and can be found solely to a restricted number of clients at the moment. If you are focused on one among these enterprise packages, both contact the corresponding ramp-up owner or wait till the business package is usually available.After downloading the WinZip file, save and archive it. Because SAP constantly improves its business packages, the file that you just download is available for a limited period only.

Making ready for Installation of a Business Package deal

To prepare for the installation of a enterprise package, it is typically essential to import not only the Portal Plug-In, but also the R/3 Plug-In to the corresponding SAP system. You possibly can read this within the documentation for the respective enterprise package deal, either in the Enterprise Package deal Overview or within the Technical Description.In tons of cases, you require both an Web Transaction Server (ITS) or an SAP Internet Utility Server (WAS) to help display of iViews from backend systems. Within the enterprise bundle documentation, you can learn the stipulations for this. Some business packages have other stipulations, which you might as well find out from the documentation, for example, Plug-In necessities,backend-dependencies and newest info in SAP Notes. You need to learn the documentation to prepare for the implementation correctly. Above all, this gives you an impression of what duties you should carry out after importing the enterprise package, for example, which settings in SAP R/3 you want to customize. It's best to plan the sources required for these tasks.

CUSTOMIZING PEOPLE CENTRIC CRM

LDAP: Lightweight Listing Access Protocoll
The SAP Enterprise Portal is a straightforward-to-use software for assigning roles to customers and teams or, conversely, for assigning customers or teams to roles.

Assigning Users and Teams to Roles

Stipulations: The administrator function is assigned to you.The process is the same as for assigning roles to users and groups besides that you simply choose Edit for a role within the first screen. In the second display screen, you select the users and teams that you simply wish to assign to the role.You probably can insert a role in a role and change it inside the role. On this case you change a task with a delta link. Note that this modification is barely made regionally in the added role. It has no central effect. This means that different roles is not going to be affected by the change if the role was also added to other roles. The unique function that was added to the role is simply not affected by the change.

If you occur to change a task immediately (that is, not regionally inside a task), it can affect all of the roles to which this position was added.In case you use roles that don't belong to your namespace (for example the roles contained in enterprise packages) within the Enterprise Portal and need to change their contents, it's finest to solely make these modifications with a delta link.

Process for Assigning Roles

  1. Place a task within the edit area where you wish to add content material objects.
  2. Within the related object catalog the view area, choose a job and click on it.
  3. In the edit area, click on on the place the place you need to add the role and select Add. The position is added to the role. Note: You could as well add objects to a task by dragging and dropping.
  4. If required, you can now change the function in your function, for instance, by creating new folders, including worksets, deleting entries, and including companies, master iViews, and pages. On this case you should use a delta link. You will need to at all times use this method for objects that don't belong to your namespace.
  5. End result
  6. You may have assigned customers and groups to a role. When the user logs on, she or he will see the highest-stage navigation and portal pages defined in the roles assigned to him or her.

Copying a Role

Use: You'll find a way to copy an present role after which edit the copied version.

Procedure

Choose a role in the position catalog within the view space and click on on the object.Select Create Copy (this creates a replica of the original position). You now see the copied position with the suffix "CP" after the identify in the position catalog under the original role.Transfer the copied object to the edit space with Edit.Edit the copied role by altering the title and title of the function appropriately and including new entries or eradicating present ones Save your role. The function appears within the view area in the function catalog underneath its new name.

Changing Present Roles

Use: You can too move an present position to the edit space to be changed. Do not carry out this process for roles that do not belong to your individual namespace. Use the delta hyperlink methodology instead.

Choose a job in the function catalog in the view area and click on on the object.Select Edit (this changes the original). The article to be edited is moved from the view area to the edit area of the Function Editor. Warning: If a warning is displayed while you move a job to the edit space for modification, the one that created this position has protected it in opposition to changes. On this case you mustn't edit the role.You may edit the item by including new entries or removing present ones. You see solely the modifications to the edited object within the view space when the position has been saved.
  1. Save your role.
  2. Result
  3. You have got now changed the function directly. Which means that the change is seen in all of the roles to which this position is added.


Modifying Portal Roles Delivered by SAP

You must by no means modify roles delivered by SAP (such as the function for the portal administrator and the Data Management administrator). Always use the procedure described in "Changing Present Roles." Modification means a change to an object that's not in your namespace.If you want to alter or change an object that does not belong to your namespace, at all times use the delta link procedure. Also read Delta Links and Upgrade of Enterprise Packages.CRM makes use of an strategy the place just one BSP utility exists (CRM_BSP_FRAME). All the assorted applications like Account Administration, Opportunity Management and so on are managed internally by a URL parameter generally known as APPL. The personalization is realized by the BLVIEW parameter.

Each parameters are outlined within the extra Question String of the URL.You start the Blueprint Software Builder from CRM Customizing. The Blueprint utility begins in a Internet browser window.In the Blueprint Software Builder you probably can choose single display screen parts for customizing.You then start CRM Designer from the Blueprint Application Builder.CRM Designer receives Customizing information in an XML file from the CRM Server.Blueprint Utility Builder supports the customizing and analysis of your applications.It gives a preview on sure software parts. You'll have the option to select single software components for customizing.You can copy full applications with Blueprint Application Builder (BAB).You presumably can copy customizing to a different view.

Blueprint Utility Builder gives the following capabilities:

  1. Load and preview purposes and certain views on functions
  2. Select or create transport requests to document your adjustments
  3. Copy selected software to a brand new one
  4. Copy selected software or view on utility to a new view
  5. Number of the appliance parts you wish to customize
  6. Analyze application particulars
  7. Start CRM Designer to customize chosen display components
  8. Customize Fields
  9. Fields may be added through the menu
  10. CRM Designer gives a list with all fields out there for the particular display screen part ?? Fields might be randomly positioned on the display screen
  11. Fields can be deleted from record view and kind view
  12. Customize Tab groups
  13. Order of tabs will be rearranged
  14. Tabs might be deactivated
  15. Customize Tool bars
  16. Order of buttons can be rearranged
  17. Buttons can be deactivated
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